Associate Proposals Manager

Job ID

2019-3796

# of Openings

1

Category

Employee Benefits Service

Location

US-TX-Austin

Overview

The Boon Group, Inc. • An AssuredPartners subsidiary

The Boon Group is a third party administrator with 30+ years of experience in providing employee benefits, insurance products and services to government contractors and commercial businesses. We have evolved into a national enterprise, becoming the industry leader in providing affordable benefit solutions as well as worksite wellness programs and occupational health services, which are provided through our company, Healthy Achievers, Inc. Headquartered by the 360 Bridge, we offer exciting career opportunities in the increasingly dynamic field of employee benefits. Opportunities include competitive pay and great benefits in a friendly and casual environment. We are in high growth mode and looking to add new talent across all departments of our expanding organization.

Responsibilities

The Big Picture:

The Associate Proposals Manager supports sales opportunities by generating responses to client requests for quote and acts as liaison to support field sales team. Serves as key execution point between sales and product/service delivery and hand off to the Implementation department. This is an entry-level position into the Proposals Manager job family.

The Day-to-Day:

Assists in identifying client needs and works with Sales by developing meaningful questions to extract the necessary client information, and by analyzing the client’s needs and benefit plan designs in order to provide meaningful benefit solutions

Develop working knowledge of all product offerings, ROE’s, proposal processes, and carrier relationships.

Works within carrier systems to create or request benefit plans. Assists in proposal creation, which includes coordination of requests from carriers, computing and analysis, and detailed document preparation. Collects, organizes and analyzes data, in support of existing business and proposal development

Works with Sales and insurance carrier representatives to obtain pricing in order to build benefit designs that meet the client’s needs

May support clients in conjunction with the retention team and assist in maintaining client relationships by preparing for and working with carriers and internal departments to renew products and services

May act as a liaison between the proposal managers and/or sales teams (and the client) in order to understand the client’s specific needs to ensure client satisfaction

Collaborates with both internal and external partners and provides the glue that keeps internal communications with the client consistent throughout

Requires a General Lines – Life, Accident, Health & HMO license or the ability to obtain the license within 6 months of employment and required to complete continuing education every two years to maintain license

Note: You must be able to pass an extensive background check by the State in order to obtain your license